Artificial Intelligence

Key HighlightsOracle (NYSE:ORCL) priced USD 20 billion of shares and notes on November 2, 2026, with notes at coupons from 7.000% to 8.650%, and affirmed about USD 70 billion of full-yearCapitalspending.Meta (NASDAQ:META) raised USD 15 billion through a five-part bond offering on November 3, …

Data centers depend on land, power and local permits. Slower approvals can delay capacity, which pushes back when servers go in and whenRevenueis recognised. Higher power bills also lift costs for cloud providers. Put simply, a cloud customer ordering fewer servers in a quarter …

Reported Morgan Stanley prime brokerage data showed hedge funds underweight AI for the first time since early 2023. Funds also trimmed total stock exposure by more than 8% since June, their largest retreat since at least 2017. Goldman Sachs data showed funds selling AI …

Rapid growth carries a cost. Gross margin of about 12.7% is thin next to the 17.5% of the prior quarter, partly reflecting product and customer mix, although the precise cause was not verified here. A year earlier it was 9.3%, so margin still sits …

CoreWeave rents graphics processing capacity to AI developers under multi-year contracts. In the second quarter it reported revenue of USD 2.6 billion, up 112%, and adjustedOperating Incomeof USD 128 million, yet posted a net loss of USD 626 million. Interest expense was USD 640 …

NEXTDC (ASX:NXT) reported FY26 net revenue of A$405 million, an increase of 16%, and underlying EBITDA of A$248.8 million, up 15%. Statutory net profit after tax was A$82.1 million, including a fair-value gain on selected facilities. The company separately disclosed a loss under a …

TechnologyOne supplies enterprise resource planning software through a software-as-a-service approach. Its applications support financial management and other institutional workflows, and its SaaS+ model combines software with implementation services.